Warther Private Wealth’s Kroger KR Stock Holding History

Warther Private Wealth’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-42,500	Closed	-$1.9M	–	52
2023 Q3	$1.9M	Buy	+42,500	New	+$2M	1.26%	24

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Warther Private Wealth's KR Position: Q4 2023 in Review

Warther Private Wealth sold out of Kroger (KR) in Q4 2023, closing a stake of 42,500 shares — an estimated $1.9M sold.

Warther Private Wealth first reported a position in KR in Q3 2023 and held it in 1 quarter. The position peaked at $1.9M in Q3 2023. 1,128 funds tracked by Wall St. Rank hold KR as of Q4 2023.

Warther Private Wealth reported no remaining Kroger position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 42,500 Kroger shares in Q4 2023, an estimated $1.9M.
Warther Private Wealth first reported a position in Kroger in Q3 2023 and held it in 1 quarter.
Warther Private Wealth's Kroger position peaked at $1.9M in Q3 2023.
1,128 funds tracked by Wall St. Rank held Kroger as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.